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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CAMBRIDGE INVESTMENTS, LLC CRD Number: 137028OtherThanAnnual Amendment
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Obtain the necessary forms from ClearBridge Investments LLC.
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ClearBridge Investments LLC is an investment management firm that specializes in providing investment solutions and strategies to institutional and individual investors.
Individuals or entities that have conducted business activities under the name of ClearBridge Investments LLC or have a tax obligation related to it are required to file.
To fill out ClearBridge Investments LLC forms, gather necessary financial information, complete the required documents as specified by the state or federal guidelines, and ensure all data is accurate before submission.
The purpose of ClearBridge Investments LLC is to manage investment portfolios, provide wealth management services, and help clients achieve their financial goals.
Information that must be reported includes financial statements, investment performance data, client information, and any regulatory filings as required.
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